folioPILOT™ | What's Included

Our new platform, folioPilot™, is out of development and will be launching soon. Meanwhile, we're inviting beta testers to exercise the platform as we look forward to their feedback.

Below we list folioPilot's default components along with a list of futures.

Futures
- Strategy Builder/Editor - Fixed Income
- Strategy Builder/Editor - ETFs
- Strategy Builder/Editor - Index Funds
- Strategy Builder/Editor - Mutual Funds
- Strategy Selection & Optimization

Included
- High-Performance Simulator
- 30Yr Point-in-Time Database - Equities
- VPN Data Feed Service - Equities
- Integration of 1 third-party KYC Platform
- Integration of 1 Broker-Dealer Platform
Futures
- VPN Data Feed Service - Fixed Income
- VPN Data Feed Service - ETFs
- VPN Data Feed Service - Index Funds
- VPN Data Feed Service - Mutual Funds

Our new platform, folioPilot™, is out of development and will be launching soon. Meanwhile, we're inviting beta testers to exercise the platform as we look forward to their feedback. Below we list folioPilot's default components along with a list of futures.